Wills & Estates Clerk - Fulltime

Location: Ocean Grove, VIC Employment Type: Full-time Salary: Remuneration negotiable based on experience

About Taylor Legal

Taylor Legal is a growing local law firm based in Ocean Grove, servicing the Surf Coast, Bellarine and Geelong region. We provide practical, high-quality legal services across Wills & Estates, Family Law, Conveyancing, Commercial Law and more and we do it with genuine care for the people and communities we work with.

We are a close-knit, ambitious team that takes our work seriously without taking ourselves too seriously. Our lawyers stay. We have long-serving staff, a low-turnover culture, and a genuine commitment to work-life balance. You will have direct access to our Principal and other senior members of staff and real input into how the firm grows.

The work is varied and interesting, and we trust our people to get on with it. You won't be buried in a back office, you will have autonomy over your files, direct client relationships, and the support of a team that genuinely wants you to succeed.

And yes, the location helps. Primarily based in Ocean Grove, with expansions to the Surf Coast and Geelong, the Bellarine Peninsula is a genuinely great place to live and work, and our team reflects the community we serve.

Join Our Team

We are seeking a Wills & Estates Clerk to join our professional and friendly team in Ocean Grove on a full-time basis.

This is an excellent opportunity for an experienced legal clerk or legal secretary with an interest in wills and estates to join a supportive legal practice. You will work closely with our solicitors and clients and assist with a broad range of wills, estate planning and estate administration matters.

About the Role

Your responsibilities will include:

• Assisting with the preparation of wills, powers of attorney and other estate planning documents
• Assisting with estate administration, probate and letters of administration
• Preparing correspondence, legal documents and file notes
• Answering and making telephone calls with clients and providing professional and courteous assistance
• Liaising with clients, beneficiaries, financial institutions and other relevant parties
• Taking accurate messages and following up client enquiries as required
• Maintaining accurate and well-organised client files
• Assisting solicitors with the day-to-day management of wills and estates matters
• Managing administrative tasks and ensuring deadlines are met
• Providing professional, friendly and compassionate service to clients

About You

We are looking for someone who:

• Has previous experience in a legal office, preferably in wills and estates
• Has excellent attention to detail and strong organisational skills
• Is confident and professional when speaking with clients on the telephone
• Can manage multiple matters and competing priorities
• Has strong written and verbal communication skills
• Is professional, approachable and empathetic when dealing with clients
• Is a positive and collaborative team player who enjoys working as part of a close-knit team
• Is willing to assist colleagues and contribute to a supportive workplace environment
• Can work independently while also knowing when to seek guidance or assistance
• Has good computer skills and experience with Microsoft Office
• Is keen to learn and develop their skills within the wills and estates area

Experience with wills, powers of attorney, probate and estate administration will be highly regarded.

What We Offer

• A full-time position based in Ocean Grove
• A friendly, professional and supportive working environment
• A close-knit team that values collaboration and mutual support
• Exposure to a broad range of wills and estates matters
• Opportunities for ongoing learning and professional development
• Remuneration negotiable based on experience and skills
• The opportunity to develop your career in a specialised area of law

If you are an experienced legal clerk or legal secretary looking for a rewarding full-time position in wills and estates, and you are someone who enjoys being part of a team, we would love to hear from you.

Apply now with your resume and a brief cover letter outlining your experience and suitability for the role to [email protected].